Kelly has an extensive background in Finance. After graduating from Pepperdine University, she began as a rate analyst at a small engineering firm which audited their client’s PG&E electrical rates, finding them cost savings. She then transitioned to her current role as a Relationship Manager for high touch retirement plans, where she audits multimillion dollar plans and ensures their tax and legal compliance. When she is not crunching numbers, she can be found at the gym, in the pool or on her yoga mat. In addition to her passion for personal fitness, she loves to read, cook, watch football, knit and crochet, act in local theater and volunteer at the animal shelter.